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FXE: Invesco CurrencyShares® Euro Currency Trust (ETF)


Basic Info     98.03 0.29(0.29%) November 12

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Asset Class:Single Currency
MyPlanIQ Rating: (51%)
Start Date:12/12/2005
Last Dividend Date:11/01/2024
12-Mo. Yield 2.27%
Expenses 0.40%
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Performance Analytics (As of 11/11/2024)

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Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
12/12/2005
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return(%) -2.8 -1.9 1.7 -2.0 -0.6 -1.8 -2.5 -0.4 4.9 -6.6 -7.8 7.9 -2.9 -5.3 13.1 -3.9 -10.7 -12.4 3.8 1.6 -2.9 -6.9 2.5 -1.2 14.3 14.0 -0.9
Sharpe Ratio NA -1.45 -0.69 -0.69 -0.37 -0.42 NA -0.17 0.08 -0.8 -1.35 1.03 -0.85 -0.93 1.67 -0.49 -0.89 -2.02 0.51 0.18 -0.26 -0.6 0.19 -0.14 1.8 1.42 -2.79
Draw Down(%) NA 3.9 3.9 17.9 23.5 28.3 NA 43.3 6.4 16.8 9.9 6.9 6.2 10.8 3.8 10.3 13.5 13.4 6.5 10.5 12.6 18.0 10.0 20.8 3.6 3.5 1.5
Standard Deviation(%) NA 5.7 6.2 8.0 7.5 8.0 NA 9.0 7.7 10.0 5.8 7.5 5.1 7.2 7.5 8.4 12.1 6.2 7.5 8.4 11.5 11.5 12.7 14.5 6.3 7.6 6.6
Treynor Ratio NA -1.53 -0.44 -0.33 -0.36 -0.74 NA -0.14 0.03 -0.4 -0.88 23.6 5.18 -1.16 -0.62 3.02 0.83 1.73 0.24 0.05 -0.1 -0.23 0.1 -0.28 1.76 1.74 -0.82
Alpha NA -0.04 -0.03 -0.03 -0.01 -0.01 NA -0.01 -0.01 -0.02 -0.04 0.03 -0.02 -0.02 0.06 -0.01 -0.04 -0.05 0.0 -0.01 -0.01 -0.04 -0.01 0.01 0.04 0.04 -0.06
Beta NA 0.05 0.1 0.17 0.08 0.04 NA 0.11 0.18 0.2 0.09 0.0 -0.01 0.06 -0.2 -0.01 -0.13 -0.07 0.16 0.32 0.3 0.3 0.24 0.08 0.06 0.06 0.22
RSquared NA 0.01 0.04 0.13 0.05 0.01 NA 0.06 0.09 0.23 0.04 0.0 0.0 0.02 0.03 0.0 0.03 0.02 0.05 0.23 0.37 0.22 0.26 0.04 0.03 0.01 0.06
Yield(%) N/A 2.0 2.3 1.1 0.7 0.3 0.2 N/A 1.6 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.2 0.0 0.3 3.4 3.3 2.2 0.0
Dividend Growth(%) N/A 34.5 67.3 N/A N/A N/A N/A N/A 15120.0 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A -100.0 3255.6 -98.1 -90.3 13.3 69.0 N/A N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2005

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* Day change on 11/12/2024.


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